Capsule CRM + Salesmsg Integration

Connect Capsule CRM to Salesmsg - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Salesmsg automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. And automate all the repetitive tasks between Capsule CRM & Salesmsg using Integrately.

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Ready Workflows For Capsule CRM + Salesmsg Integration

Just click on the workflow you want to automate

Create Capsule CRM person for new Salesmsg contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Capsule CRM person and Salesmsg contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

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Create Capsule CRM opportunity for new Salesmsg contact

This automation makes it easy to create new opportunitys in Capsule CRM when a new contact is created in Salesmsg. Just connect your accounts, and every time a new contact is created in Salesmsg, a new opportunity will automatically be created in Capsule CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.

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Create Capsule CRM task for new Salesmsg contact

Capsule CRM and Salesmsg are two powerful cloud-based tools that can be used to improve business productivity. Using this Capsule CRM - Salesmsg integration, you can automatically create task in Capsule CRM whenever a new contact is created in Salesmsg.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!

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Create Capsule CRM organisation for new Salesmsg contact

Salesmsg + Capsule CRM Integration

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Create Salesmsg contact for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use Salesmsg to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in Salesmsg.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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Update Salesmsg contact from new Capsule CRM person

Capsule CRM + Salesmsg Integration

Activate

When Person is created in Capsule CRM > Check condition > Create contact in Salesmsg

Capsule CRM + Salesmsg Integration

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1of1

Create Your Own Capsule CRM & Salesmsg Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Capsule CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation whenever a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation whenever a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation whenever any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation whenever a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation whenever any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation whenever a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation whenever any organization's profile is modified
Instant
Contact is created in Salesmsg
Triggers the automation whenever a new contact is created
Instant
Tag added to contact in Salesmsg
Triggers the automation whenever a tag is added to a contact
Instant
Contact opted-out in Salesmsg
Triggers the automation whenever a contact opts out of receiving further communication
Instant
Message is received in Salesmsg
Triggers the automation whenever a new message is received
Instant
Message is sent in Salesmsg
Triggers the automation whenever a new message is sent
Instant
Phone call started in Salesmsg
Triggers the automation whenever a phone call is initiated
Instant
Phone call ended in Salesmsg
Triggers the automation whenever a phone call is ended
Instant

Create person in Capsule CRM
Automatically generates a new person
Search person in Capsule CRM
Automatically retrieves information about a person
Create opportunity in Capsule CRM
Automatically creates a new instance of the support system
Search opportunity in Capsule CRM
Automatically searches for a opportunity
Create task in Capsule CRM
Automatically creates a new task
Add note to entity in Capsule CRM
Automatically adds a note to a entity
Create organisation in Capsule CRM
Automatically generates a new invoice
Search organisation in Capsule CRM
Automatically finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Automatically searches for a person or organisation
Add tag to entity in Capsule CRM
Automatically assigns a tag to a designated entity
Create case in Capsule CRM
Automatically generates a new case entry
Search case in Capsule CRM
Automatically searches for a case record
Search milestone in Capsule CRM
Automatically searches for a milestone
Create contact in Salesmsg
Automatically adds a new contact to the database
Update contact in Salesmsg
Automatically updates contact information with new details
Search contact in Salesmsg
Automatically finds and retrieves contact information
Opt-Out a contact in Salesmsg
Automatically opts out a contact from marketing communications
Add tag to contact in Salesmsg
Automatically assigns a tag to a contact
Remove tag from contact in Salesmsg
Automatically untag the contact
Send a text message (SMS / MMS) in Salesmsg
Automatically sends a text message (SMS/MMS)
Phone number lookup in Salesmsg
Automatically performs a lookup for a phone number
Create note in Salesmsg
Automatically creates a new note in the particular format

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Integrate Capsule CRM & Salesmsg In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Salesmsg With 1200+ Other Apps

Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations

Salesmsg is a game-changing business texting platform that helps send, receive, and manage SMS conversations effortlessly. You can use it to boost your engagement, streamline communication, and close deals faster.

See Salesmsg Integrations

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Capsule CRM + Salesmsg Integration

Connect Capsule CRM to Salesmsg - Automate your workflows in 1-click

Ready Workflows For Capsule CRM + Salesmsg Integration

Create Capsule CRM person for new Salesmsg contact

Create Capsule CRM opportunity for new Salesmsg contact

Create Capsule CRM task for new Salesmsg contact

Create Capsule CRM organisation for new Salesmsg contact

Create Salesmsg contact for new Capsule CRM person

Update Salesmsg contact from new Capsule CRM person

When Person is created in Capsule CRM > Check condition > Create contact in Salesmsg

Create Your Own Capsule CRM & Salesmsg Integration Without Any Code

Integrate Capsule CRM & Salesmsg In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Salesmsg With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Capsule CRM + Salesmsg Integration

Connect Capsule CRM to Salesmsg - Automate your workflows in 1-click

Ready Workflows For Capsule CRM + Salesmsg Integration

Create Capsule CRM person for new Salesmsg contact

Create Capsule CRM opportunity for new Salesmsg contact

Create Capsule CRM task for new Salesmsg contact

Create Capsule CRM organisation for new Salesmsg contact

Create Salesmsg contact for new Capsule CRM person

Update Salesmsg contact from new Capsule CRM person

When Person is created in Capsule CRM > Check condition > Create contact in Salesmsg

Create Your Own Capsule CRM & Salesmsg Integration Without Any Code

Integrate Capsule CRM & Salesmsg In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Salesmsg With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Capsule CRM & Salesmsg In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.